Rudi's Views

rudi-views
Always an independent thinker, Rudi has not shied away from making big out-of-consensus predictions that proved accurate later on. When Rio Tinto shares surged above $120 he wrote investors should sell. In mid-2008 he warned investors not to hold on to equities in oil producers. In August 2008 he predicted the largest sell-off in commodities stocks was about to follow. In 2009 he suggested Australian banks were an excellent buy. Between 2011 and 2015 Rudi consistently maintained investors were better off avoiding exposure to commodities and to commodities stocks. Post GFC, he dedicated his research to finding All-Weather Performers. See also "All-Weather Performers" on this website, as well as the Special Reports section.

Rudi's Previous Views

September Uncertainties (And Five Key Questions)

Sep 16 2015

In This Week's Weekly Insights: – September Uncertainties – Five Key Questions – Still Plenty of Room For Surprise – Freelancer: A…


Predictions Are Like Noses

Sep 09 2015

In this week’s Weekly Insights: – August Reporting Season: The Verdict – China In Charts – More Charts (All Ords…


Is There A Recession On The Horizon?

Sep 02 2015

Is There A Recession On The Horizon? By Rudi Filapek-Vandyck, Editor FNArena It’s kinda funny. Markets land in turmoil and…


Share Market Carnage: Life Ain’t Fair

Aug 26 2015

[If you think you’re having a bad Monday, spare a thought for your Editor who had to spend part of…


Everybody Loves CSL

Aug 19 2015

In this week’s Weekly Highlights: – Domestic Reporting Season Thus Far – Death To The Death Cross – Everybody Loves…


About Risk And Comfort

Aug 12 2015

In this week’s Weekly Insights: – About Risk And Comfort – Commodities: Buy Signal From Hell? – US Equities: Divergence…


All Eyes On Local Reporting Season

Aug 05 2015

In This Week's Weekly Insights: – All Eyes On Local Reporting Season – Rudi On TV – Rudi On Tour…


Time For Caution

Jul 29 2015

In this week’s Weekly Insights: – Time For Caution – Rudi On TV – Rudi On Tour Time For Caution…


Resources Stocks: (A Lot More) Patience Required

Jul 22 2015

In this week's Weekly Insights: – Resources Stocks: (A Lot More) Patience Required – Rudi On Tour – Rudi On…


A New Market Tool For ‘Risk’

Jul 08 2015

In this week's Weekly Insights: – A New Market Tool For "Risk" – ANZ Bank: Between Rock And Hard Place…


Rudi On TV

-Regular appearances on AusbizTV:

-Twice each month on The Call, noon-1pm

-Thursday, around 11am, talking Brokers Call (bi-weekly)

-Less regular appearances on SwitzerTV

Rudi On Tour In 2024

Online seems the way to go, for the time being.